Avanti Shetye (CRD# 7856484) is an Investment Advisor Representative working at Wealthwyzr, LLC in Ellicott City, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tedco | Ellicott City, MD | Feb 2023 - Current | 1 |
| Wealthwyzr, LLC | Ellicott City, MD | Jan 2023 - Current | 1 |
| N/a | Ellicott City, MD | Aug 2022 - Dec 2022 | < 1 |
| Amica Mutual Insurance | Lincoln, RI | Aug 2013 - Jul 2022 | 8 |
- MD
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MD
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